| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | 255 | 6,000 | 0.03% | ||
| 2 | CITIGROUP INC | 555 | 13,000 | 0.06% | ||
| 3 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 815 | 20,000 | 0.10% | ||
| 4 | ADVISOR GROUP, INC. | 1,116 | 26,000 | 0.12% | ||
| 5 | UBS Group AG | 2,994 | 72,000 | 0.35% | ||
| 6 | ROYAL BANK OF CANADA | 3,552 | 85,000 | 0.41% | ||
| 7 | MORGAN STANLEY | 4,530 | 109,000 | 0.52% | ||
| 8 | JPMORGAN CHASE & CO | 6,523 | 156,000 | 0.75% | ||
| 9 | Atria Investments, Inc | 9,462 | 228,000 | 1.10% | ||
| 10 | MSI Financial Services Inc | 10,033 | 240,000 | 1.15% | ||
| 11 | AXA S.A. | 10,800 | 259,000 | 1.24% | ||
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11,708 | 281,000 | 1.35% | ||
| 13 | LPL Financial LLC | 18,480 | 446,000 | 2.14% | ||
| 14 | CITADEL ADVISORS LLC | 19,932 | 477,000 | 2.29% | ||
| 15 | ENVESTNET ASSET MANAGEMENT INC | 20,184 | 483,000 | 2.32% | ||
| 16 | Carroll Financial Associates, Inc. | 29,290 | 701,000 | 3.37% | ||
| 17 | LINCOLN NATIONAL CORP | 30,150 | 722,000 | 3.47% | ||
| 18 | BANK OF AMERICA CORP /DE/ | 41,447 | 993,000 | 4.77% | ||
| 19 | Freedom Investment Management, Inc. | 53,021 | 1,270,000 | 6.10% | ||
| 20 | Invesco Ltd. | 593,935 | 14,225,000 | 68.35% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
